Boulegeris Investments Inc. is an investment advisor that manages 146 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/14 to 06/31/18. The fund's latest filing disclosed 200MM in positions, representing 137% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOULEGERIS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MNR 20.18% Financials -6.73% -1.51% 4 4%
UMH 15.19% Financials -3.15% -0.59% 4 2%
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BOULEGERIS Founders and Key Employees

Name Title In Position Since
Michael G. Boulegeris Ceo/Cfo/Secretary October-1993
Bradley S. Capinas Chief Compliance Officer March-2010

BOULEGERIS Brokers, Custodians, Auditors and Administrators

Type Company

BOULEGERIS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
BIIǯs services entail development of equityǡ fixed income or blended portfolios in accordance with the Investment Policy AgreementǤ Portfolios are constructed to achieve appropriate diversification to modulate risk and to reflect the investment goals identified by the clientǤ

In accordance with the Investment Policy Agreementǡ BII primarily selects individual stocks and bonds for client portfoliosǡ and may employ options strategiesǤ From time to timeǡ mutual fundsǡ ETFsǡ ETNs or other pooled investment vehicles may be usedǤ

In making stock selectionsǡ BII concentrates on fundamental analysisǡ which involves review and evaluation of the business and financial information about an issuerǡ along with some degree of technical analysis to assess proper entry and exit points of a positionǤ

In terms of investment strategyǡ BII cons...
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BOULEGERIS Portfolio Concentration


SUITE 1049
ATLANTA, Georgia
UNITED STATES, 30326-1107

BOULEGERIS Contact Information

Phone Number: 404-816-5578
Fax Number: 404-816-5579



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